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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,931 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
NEW ENGLAND SECURITIES1+ years Filed as: NEW ENGLAND SECURITIES CORPORATION Service code 49 500 N CAPITAL OF TX HWY BLDG 3 · AUSTIN, TX 78746 | Other Services | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,496 | $39,245-96.2% | $64,105-97.7% | $52,331-97.1% |
| Participation rate | 80.2% | 58.2%+22.0pp | 68.2%+12.0pp | 68.1%+12.1pp |
| Annual return | -1.90% | 14.79%-16.7pp | 791.24%-793.1pp | 4.54%-6.4pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,067 | $1,992-46.4% | $2,822-62.2% | $3,022-64.7% |
| Admin fee / account holder | $6 | $592-99.0% | $4,499-99.9% | $592-99.0% |